We are live on ! Find out more
ESGD icon

iShares ESG Aware MSCI EAFE ETF

483 hedge funds and large institutions have $6.05B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 243 increasing their positions, 129 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 129

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

3.97% more ownership

Funds ownership: 78.86%82.83% (+4%)

1% more capital invested

Capital invested by funds: $5.99B → $6.05B (+$58.6M)

3% less funds holding

Funds holding: 496483 (-13)

14% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 56

Holders
483
Holders Change
-13
Holders Change %
-2.62%
% of All Funds
7.62%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.36%
New
48
Increased
243
Reduced
129
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$37.6M +$593K +7,873 +2%
Wealthfront Advisers
27
Wealthfront Advisers
California
$34.9M +$13.2M +174,660 +59%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$31.3M +$14.4M +191,300 +82%
EWA
29
EP Wealth Advisors
California
$30.9M +$68.8K +914 +0.2%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$30.4M +$10.5M +139,562 +51%
DADC
31
D.A. Davidson & Co
Montana
$29.7M +$1.57M +20,806 +5%
RW
32
RVW Wealth
California
$29.1M +$999K +13,270 +3%
Creative Planning
33
Creative Planning
Kansas
$28M +$8.54M +113,341 +42%
Osaic Holdings
34
Osaic Holdings
Arizona
$27.1M -$7.61M -101,043 -21%
PO
35
Private Ocean
California
$26.1M +$368K +4,883 +1%
PPW
36
Parcion Private Wealth
Washington
$25.7M -$36.1M -478,879 -58%
SEI Investments
37
SEI Investments
Pennsylvania
$23.7M +$836K +11,101 +4%
HPWM
38
Highland Private Wealth Management
Washington
$22.8M -$2.73M -36,304 -11%
TF
39
TIAA FSB
Florida
$21.8M +$22.3M +296,348 New
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$21.8M +$22.2M +295,433 New
KeyBank National Association
41
KeyBank National Association
Ohio
$21.6M +$1.03M +13,659 +5%
FT
42
Fiduciary Trust
Massachusetts
$20.6M +$4.28M +56,895 +26%
MML Investors Services
43
MML Investors Services
Massachusetts
$20.1M -$2.14M -28,374 -9%
William Blair & Company
44
William Blair & Company
Illinois
$20.1M -$33.3K -442 -0.2%
RC
45
RegentAtlantic Capital
New Jersey
$19.8M +$3.2M +42,486 +19%
M&T Bank
46
M&T Bank
New York
$19.2M +$350K +4,645 +2%
I
47
IMPACTfolio
Colorado
$19.1M +$6.56M +87,063 +51%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$19M +$3.43M +45,556 +21%
HighTower Advisors
49
HighTower Advisors
Illinois
$19M +$2.21M +29,350 +13%
HCM
50
Howland Capital Management
Massachusetts
$18.6M +$617K +8,199 +3%

ESGD Hedge Fund Activity: Q1 2022 in Review

483 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2022, worth a combined $6.05B — up 0.98% from $5.99B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of ESGD and 48 opened new positions — a net loss of 8 holders — while 129 trimmed existing stakes and 243 added.

The largest buyer was Jane Street, adding an estimated $256M. The largest seller was Envestnet Asset Management, cutting an estimated $87.7M.

  • 483 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2022, down from 496 in Q4 2021.
  • Funds reported $6.05B of iShares ESG Aware MSCI EAFE ETF stock for Q1 2022, up 0.98% quarter-over-quarter.
  • 48 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2022 and 56 closed out, a net change of -8 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2022 was Jane Street, an estimated $256M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $87.7M sold.

Based on aggregated 13F filings for Q1 2022.